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RJA ASSET MANAGEMENT LLC 13F Portfolio
RJA ASSET MANAGEMENT LLC
Latest SEC 13F filing: 2026-06-30
RJA ASSET MANAGEMENT LLC runs RJA ASSET MANAGEMENT LLC and currently holds 4 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $320.92M. Their top holdings are AAPL, AFRM, TWLO, LYFT. The top five represent 100.0% of reported portfolio weight. RJA ASSET MANAGEMENT LLC ranks #316 out of 1000 investors tracked by Alpha Score. They trimmed 1 position. Their current best-performing preview position is AFRM with returns of +77.98%.
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Top 5 Holdings
AAPL88.4%
AFRM6.1%
TWLO4.4%
LYFT1.1%
Top 5: 100.0%
Portfolio Returns
1 Year
+40.73%
#219/10003 Year
+65.50%
#565/10005 Year
+104.07%
#253/1000Portfolio Value
$320.92M
Alpha Score
71.2
#316 of 1000
Holdings
4
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RJA ASSET MANAGEMENT LLC Current 13F Holdings
Reported holdings from RJA ASSET MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
4 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL Apple Inc | 88.38% | $138.37 | $336.68 | +143.32% | Held |
 AFRM Affirm Holdings Inc | 6.14% | $43.01 | $80.70 | +87.63% | Trimmed -1.59% |
 TWLO Twilio Inc | 4.38% | $85.60 | $289.22 | +237.87% | Held |
 LYFT Lyft Inc | 1.10% | $13.30 | $16.22 | +21.95% | Held |